Longs

Fear-Based Investing - Part 1 // +226%

An update on Owlet (OWLT) after a ~226% run-up

🎙️ IC #7: A Phoenix Rising From the Ashes - Talking Weight Watchers (WW) Post-Bankruptcy

An open discussion with David Helderman, Director of Investor Relations at WW International (WW)

Bunch of Quick Earnings Updates - Part II: (REAL, KITS, SNWV, LNSR)

Going over earnings and our thoughts given updated information

Quick Update: SNWV's Recent Pre-Announcement

Rehashing the math after lowering FY'25 guide

🎙️ IC #6: Talking Sanuwave Health (SNWV) w/Tenva Capital

An open discussion on the opportunity with SNWV

SNWV: A Med Devices Co. In Its Early Innings

Why we're bullish on Sanuwave Health, and why a post-Q2 earnings pullback makes for a compelling opportunity to potentially >2x

Why We're Excited About These New Situations: LNSR, PRPL, and LE

An update on DKS/FL, LNSR and new ideas for PRPL and LE

Special Situation: Betting on WW Post-Bankruptcy

Why a slimmed down version of Weight Watchers might be poised to take on the next stage of weight loss

A Double Hiding North of the Border

Why we're excited about a small(ish) company in Maple Leaf country

When Misunderstandings Create Opportunities

Why we decided to buy OneSpaWorld (OSW) with just a few hours of research

A Bunch of Quick Position Updates

SHCO, LNSR, LQDA, CPRI, GENK, DKS, and HIMS

REAL: Q1'25 Earnings Shows Oversold +35% Reversal in 3 Weeks

Why the recent earnings selloff leaves us confused, but unfazed.

REAL: A Misunderstood Tariff Beneficiary Hiding in Plain Sight

Why we've decided to look at this opportunity after an >50% drawdown from recent highs

Open Letter: Lensar (LNSR) Shareholders Should Reject Alcon's (ALC) Takeover Offer

ALC is getting a sweetheart deal and grossly undervalues LNSR

Updates: CPRI Divestment & BBW Earnings Opportunity + HIMS Trade Idea

Taking a look at the CPRI trade w/ new info and why BBW is looking good after that earnings print

LNSR: LENSAR Upside Into Global Clearance Looks Compelling

Growing procedural market share, inflecting positive FCF, and a growing recurring revenue segment

A Few Updates and Two Pitches

Going over SHCO, LQDA, Capri (CPRI), Tile Shop (TSSH), and the FDA.

Yutrepia's Launch: A Catalyst for Liquidia (LQDA)

Why we think the path to a 2x for LQDA is likely

Daktronics (DAKT) Potential to $40/Share

A follow-up to our original note on why we're bullish on DAKT

Two New 'Special Situation' Positions + Sizing Up A Long And Closing Contracts

Portfolio Update #8

BBW: After An >150% Return, Build-A-Bear Still Looks Close to a Double

Why investors are sleeping on, and not with, this teddy bear name

HIMS: Post Q3 Earnings Breakdown + Issues That Marketing Is Telling Us

A stellar quarter and a solid beat shows how high HIMS can fly

HIMS: Analyzing the New Weight Loss Paper + Updated Model and PT

Encouraging patient outcomes from HIMS compounded GLP-1 offerings

Quick Pre-Earnings Update on GEN Restaurant (GENK)

Quick Pitch: Owlet (OWLT) Betting On A Turnaround In Baby Care

Why this deSPAC caught my attention and why I think there's a play to be made here